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Specialized Schedulers, Inc founder and president, Ashley Tracy, has been working in the financial services industry since 1995. Prior to starting Specialized Schedulers, Ashley spent six years with Solomon Smith Barney and AG Edwards & Sons. Her interaction with wholesalers helped her realize the true need for a comprehensive scheduling service. In 1999 she established Specialized Schedulers, Inc., providing relationship-based quality service to Sales Managers, Wholesalers, and Financial Advisors.
Shawn Tracy brings five years of management and sales experience to Specialized Schedulers, Inc. A graduate of Eastern Oregon University’s business school, Shawn worked in sales and management for a major fitness company. His work with Specialized Schedulers, Inc. has helped grow a successful staff to more than 80 schedulers. |
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We can support the most ambitious sales team and have been doing so since 1999. Some of our prestigious clients include:
- Prudential Annuities
- J.W. Seligman Advisors
- Phoenix Investments/Virtus Investment Partners
- Pimco Funds/Allianz Global Investors
- Allianz Life
- Security Benefits Group
- Deutsche Bank
- Ohio National Financial Services
- Goldman Sachs
- Aim Mutual Funds
- Oppenheimer Funds
The intense travel demands of mutual fund and annuity fund wholesalers make time management vital. Constant distractions take the focus of sales and diminish productivity.
As a partner in schedule management, Specialized Schedulers, Inc. helps sales reps focus on closing deals, nurturing client relationships, and boosting productivity. We do this by adhering to our Keys to Success:
- Synergy between sales rep and scheduling assistant
- Ongoing evaluation of dynamics between rep and assistant
- In-depth familiarity with wholesalers’ territories and expectations
- Clear lines of communication between schedulers and sales reps
We look forward to the opportunity to work with you. For additional information, please contact us today. |
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